Alexandra Mendoza
Financial Planner
Jake Springer
Financial Planner
Lindsay Stuart, CFP®
Sr. Financial Planner
Christopher Farrens, CPA
Sr. Tax Manager
Hans Doorn, CPA
Director, Tax Services
Kimberly Brush, EA, LTC
Sr. Tax Associate
Theresa Bedard
Manager, Portfolio Consultant
Brittani Woodruff
Sr. Client Service Specialist
Carolyn Ann Muller
Client Service Specialist
Chris Lang
Client Service Specialist
Erin Larsen
Client Service Specialist
Erin Wheatcraft, FPQP™
Client Service Manager, Wealth Path Group
Hannah Webster
Client Service Specialist
Jill Abell
Sr. Client Service Specialist
Korina Kaio-Maddox
Manager, Client Service
Laurie Macielinski
Sr. Client Service Specialist
Lily Jackson
Client Service Specialist
Mary Hamshou
Sr. Manager, Client Service
Michon McCabe
Client Service Specialist
Miranda Nusbaum
Sr. Client Service Specialist

